File approval in the Documents area

You can request approval of files in the Documents area from anyone, even if they don't have access to Onvio. The approval request includes links for the recipient to preview or download, then approve or reject each file.

Approval requests can be sent by email or through Client Center.  

Send a document approval request

  1. In Documents, select Communications.
  2. Select Add, then select Approval Request.
  3. Choose the client.
  4. Choose an existing contact or add a new recipient, then choose to send the approval request via email or Client Center.

    Notes:

    • You can send an approval request for up to 4 recipients.
    • The Send via Client Center checkbox will only be enabled if the recipient is an Individual and has a relationship with the selected client.
    • Unregistered recipients receive a registration invitation from Client Center.
  5. Select Add Document. You can include up to 10 approval documents in a single approval request.

    Note: Documents that are sent for approval are automatically locked by the application, indicated by a Lock icon. In Client Documents, you can select Manage, then Unlock to release the selected document lock.

  6. Choose the Due Date and Expiration date.
  7. You can mark the checkbox in the Security Options section to create a password as a requirement for the recipient to approve the files via email.

    Note: We recommend that you verbally notify the recipient of the password.

  8. Enter the appropriate information in the Email Subject field and Message pane.

    Do not modify the variable text, denoted within square brackets, for the Sender names and Expiration Period or the information may not appear correctly in the file link message.

  9. Select Send.

Resend an approval link via email

  1. In Documents, select Communications.
  2. Choose the communication and select Edit.
  3. Select Resend Email.
  4. Select Send.

Delete approval request

  1. In Documents, select Communications.
  2. Choose the communication and select Delete. 
  3. Select Delete again to confirm. 

  4. Note: If you click a link that has been revoked, Link is invalid or has expired will display.

Next Step

You can view the status of document approval requests for your firm in the Communications tab.